0001765380-22-000061.txt : 20220504 0001765380-22-000061.hdr.sgml : 20220504 20220504141144 ACCESSION NUMBER: 0001765380-22-000061 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220504 DATE AS OF CHANGE: 20220504 EFFECTIVENESS DATE: 20220504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Financial Advisors, Inc. CENTRAL INDEX KEY: 0001730810 IRS NUMBER: 204972254 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18306 FILM NUMBER: 22890969 BUSINESS ADDRESS: STREET 1: 117 EAST FOURTH STREET CITY: COVINGTON STATE: KY ZIP: 41011 BUSINESS PHONE: 859-655-3865 MAIL ADDRESS: STREET 1: 117 EAST FOURTH STREET CITY: COVINGTON STATE: KY ZIP: 41011 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001730810 XXXXXXXX 03-31-2022 03-31-2022 Legacy Financial Advisors, Inc.
117 EAST FOURTH STREET COVINGTON KY 41011
13F HOLDINGS REPORT 028-18306 N
Jonathan G. Kasting Chief Compliance Officer 513-977-8234 Jonathan G. Kasting Cincinnati OH 05-04-2022 0 241 444530 false
INFORMATION TABLE 2 1q2022legacyfinancial13f.xml LEGACY13F2022Q1 AMAZON.COM INC Stock 023135106 3081 945 SH SOLE 0 945 0 0 SIRIUS XM RADIO INC Stock 82968B103 140 21170 SH SOLE 0 21170 0 0 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 206 1297 SH SOLE 0 1297 0 0 STARBUCKS CORP Stock 855244109 289 3181 SH SOLE 0 3180 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 611 8726 SH SOLE 0 8726 0 0 ANTHEM INC COM Stock 036752103 255 520 SH SOLE 0 519 0 0 JOHNSON & JOHNSON COM Stock 478160104 2406 13573 SH SOLE 0 13572 0 0 VANGUARD TOTAL STK MKT ETF 922908769 209 919 SH SOLE 0 919 0 0 COSTCO WHOLESALE CORP Stock 22160K105 586 1018 SH SOLE 0 1017 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 802 17771 SH SOLE 0 17771 0 0 GOLDMAN SACHS GROUP INC Stock 38141G104 227 688 SH SOLE 0 688 0 0 TOYOTA MOTOR CORP ADS ADR 892331307 354 1964 SH SOLE 0 1964 0 0 GAP INC Stock 364760108 424 30145 SH SOLE 0 30145 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 11773 77047 SH SOLE 0 77047 0 0 COCA COLA CO COM Stock 191216100 1570 25330 SH SOLE 0 25329 0 0 ENTERPRISE PRODS PARTNERS L P Stock 293792107 258 10000 SH SOLE 0 10000 0 0 TRUIST FINL CORP COM Stock 89832Q109 1134 20001 SH SOLE 0 20001 0 0 UNITED PARCEL SERVICE INC Stock 911312106 1008 4700 SH SOLE 0 4700 0 0 MARRIOTT INTL INC Stock 571903202 227 1292 SH SOLE 0 1292 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 242 2237 SH SOLE 0 2237 0 0 INTEL CORP COM Stock 458140100 1503 30327 SH SOLE 0 30326 0 0 CHICAGO MERCANTILE HLDGS INC Stock 12572Q105 385 1619 SH SOLE 0 1618 0 0 MEDTRONIC PLC SHS Stock G5960L103 869 7835 SH SOLE 0 7835 0 0 CLOROX CO DEL COM Stock 189054109 356 2562 SH SOLE 0 2562 0 0 COMERICA INC COM Stock 200340107 318 3515 SH SOLE 0 3515 0 0 NETFLIX COM INC Stock 64110L106 367 980 SH SOLE 0 980 0 0 PAYCHEX INC Stock 704326107 571 4185 SH SOLE 0 4185 0 0 MEDICAL PPTYS TRUST INC COM REIT 58463J304 387 18326 SH SOLE 0 18326 0 0 PEOPLES BK BRIDGEPORT CN Stock 712704105 367 18378 SH SOLE 0 18378 0 0 HESS CORP COM Stock 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